What Are Some Qualifying Factors to File a 1040EZ Tax Form?


Quick Answer

Taxpayers with a taxable income of $100,000 or less with no dependents qualify for Form 1040EZ, reports TurboTax. The only filing status options for Form 1040EZ are single or married filed jointly. The form is one page and only requires taxpayers to complete four small sections.

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Full Answer

As of 2015, taxpayers can only list a few different types of income on the 1040EZ, and that income includes tips, wages, salaries, unemployment compensation and taxable interest of $1,500 or less, explains TurboTax. Form 1040EZ also allows Alaska permanent fund dividends to be listed as a source of income. If a taxpayer has income from any other source, he is required to use Form 1040 or 1040A and does not qualify for Form 1040EZ.

The only two tax credits allowed on Form 1040EZ are the earned income credit and the work pay tax credit. Taxpayers who wish to itemize deductions on their tax return cannot do so with Form 1040EZ; they must take the standard deduction, according to TurboTax. Taxpayers who wish to file as a qualifying widow or head of household do not qualify for Form 1040EZ because those statuses require the claiming of at least one dependent, which is not allowed on Form 1040EZ.

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